AWM

Aries Wealth Management Portfolio holdings

AUM $383M
1-Year Est. Return 17.41%
This Quarter Est. Return
1 Year Est. Return
+17.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.69M
3
+$1.47M
4
HD icon
Home Depot
HD
+$1.46M
5
CAT icon
Caterpillar
CAT
+$1.31M

Top Sells

1
+$541K
2
+$279K
3
+$272K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$201K
5
META icon
Meta Platforms (Facebook)
META
+$185K

Sector Composition

1 Technology 13.87%
2 Healthcare 12.67%
3 Industrials 9.07%
4 Financials 8.5%
5 Consumer Staples 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$304K 0.23%
+1,230
102
$301K 0.23%
4,576
103
$300K 0.22%
23,457
104
$295K 0.22%
+1,252
105
$292K 0.22%
+1,200
106
$288K 0.22%
4,800
107
$288K 0.22%
+6,483
108
$286K 0.21%
2,448
109
$286K 0.21%
12,160
110
$271K 0.2%
+1,542
111
$271K 0.2%
4,716
-185
112
$270K 0.2%
5,407
113
$268K 0.2%
5,500
114
$263K 0.2%
+2,159
115
$262K 0.2%
3,224
+180
116
$260K 0.19%
3,583
+300
117
$259K 0.19%
+7,036
118
$259K 0.19%
4,420
+400
119
$253K 0.19%
+10,925
120
$249K 0.19%
+1,970
121
$246K 0.18%
+4,622
122
$237K 0.18%
5,500
123
$234K 0.18%
+1,598
124
$233K 0.17%
+3,150
125
$231K 0.17%
3,240
3 4
5
6 7